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Summit Funding, Inc. · 1 day ago

Loan Officer Assistant

Lodi, CA

Full-time

Onsite

Entry Level

$20/hr - $24/hr

1+ years exp

Summit Funding, Inc. is one of the oldest privately owned top 50 national mortgage lenders, known for its growth mindset and positive culture. The Loan Officer Assistant provides vital administrative and marketing support to Loan Officers, helping them manage their schedules and grow their business while assisting borrowers in achieving homeownership.

FinanceFinancial ServicesLendingWealth Management

Responsibilities

Manage your Loan Officer's calendar, keeping your Loan Officer on schedule and on task

Monitor and manage communication on behalf of your Loan Officer as needed

Source and follow up with leads, schedule and confirm appointments with borrowers and referral partners

Prepare potential borrowers before they come in to meet with your Loan Officer

Send out thank you correspondence to borrowers and referral partners on your Loan Officer’s behalf

Assist the Loan Officer with marketing responsibilities including managing their database of referral partners, initiating and executing marketing campaigns

Collaborate with your Loan Officer to come up with new, creative, unique ideas for marketing campaigns

Manage and update social media sites and marketing campaigns

Coordinate Happy Hour, Lunch and Learn and other events with clients, referral partners, vendors and internal team members

Represent and be the 'face' of the Loan Officer’s Team in a professional, outgoing and upbeat manner

Assist the Loan Officer with putting together the Loan Application and completed file so the borrower can get their loan closed and purchase their home